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Difference between revisions of "Internal Inventory Audit"
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(Created page with 'A common business practice is to periodically take an inventory of all of the assets that are in an internal location. This is done to make the system more accurate and to find …') |
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How to do an Internal Inventory Audit in TrackAbout: | How to do an Internal Inventory Audit in TrackAbout: | ||
| − | + | *Scan the assets in "Locate" actions from handhelds. | |
**It is ok if you scan the same asset multiple times, the goal is just to get them all scanned. | **It is ok if you scan the same asset multiple times, the goal is just to get them all scanned. | ||
**It is ok if this scanning take more than a day to complete. | **It is ok if this scanning take more than a day to complete. | ||
| − | + | ||
| + | *From the website, use the "Remove Stale Inventory" page to find and remove stale assets. | ||
**This page lets you find the assets that have not been scanned in X number of days | **This page lets you find the assets that have not been scanned in X number of days | ||
**Once you find the assets, you can mark them all as lost. | **Once you find the assets, you can mark them all as lost. | ||
| − | + | ||
| + | *The balance for this location should now be accurate | ||
Note: If you want to compare what TrackAbout thought was at the location with what actually was at the location the best way is to take a snapshot of the "Current Inventory" report before you start this scanning and then again after you finish removing the stale inventory. | Note: If you want to compare what TrackAbout thought was at the location with what actually was at the location the best way is to take a snapshot of the "Current Inventory" report before you start this scanning and then again after you finish removing the stale inventory. | ||
Revision as of 16:23, 27 July 2011
A common business practice is to periodically take an inventory of all of the assets that are in an internal location. This is done to make the system more accurate and to find lost assets.
Some users will do this every month and some every year and some just as needed.
How to do an Internal Inventory Audit in TrackAbout:
- Scan the assets in "Locate" actions from handhelds.
- It is ok if you scan the same asset multiple times, the goal is just to get them all scanned.
- It is ok if this scanning take more than a day to complete.
- From the website, use the "Remove Stale Inventory" page to find and remove stale assets.
- This page lets you find the assets that have not been scanned in X number of days
- Once you find the assets, you can mark them all as lost.
- The balance for this location should now be accurate
Note: If you want to compare what TrackAbout thought was at the location with what actually was at the location the best way is to take a snapshot of the "Current Inventory" report before you start this scanning and then again after you finish removing the stale inventory.